SmartAsset
Verified working Sep 20, 2026
Personal finance calculators, guides, and advisor matching in one hub.
SmartAsset is a personal finance site with calculators, explainers, reviews, rate comparisons, and planning resources across taxes, retirement, mortgages, investing, banking, loans, and insurance. It also offers a questionnaire-based service that matches consumers with fiduciary financial advisors, plus lead-generation resources for advisory firms.
Why it stands out
- Covers many major personal finance decisions rather than focusing on only budgeting, investing, or mortgages.
- Combines calculators with related guides, reviews, and rate comparisons, so users can move from estimate to research in one place.
- Advisor matching is built directly into the consumer planning flow instead of being a separate directory search.
- Includes both consumer-facing tools and advisor-facing acquisition resources, reflecting a two-sided marketplace.
Good to know
- Most tools and guidance are oriented toward U.S. taxes, accounts, housing markets, and financial regulations.
- Calculator results depend on user inputs and assumptions, so they should be treated as estimates rather than final advice.
- Using the advisor matching quiz can lead to introductions or follow-up from participating advisors.
- Advisor availability and match quality may vary by state and the participating firms in SmartAsset’s network.
Photos
U.S. consumers planning taxes, retirement, or a home purchase can compare scenarios with calculators before speaking to a professional. Estimate paycheck withholding, income taxes, property taxes, or capital gains before making a financial move. Model retirement savings, 401(k) contributions, Social Security, RMDs, or life insurance needs. Compare mortgage affordability, closing costs, refinance options, and lender reviews. Find financial advisor matches in your state for an introductory consultation.
Interactive calculators for tax, retirement, mortgage, investing, banking, budgeting, student loans, and personal loans. Financial guides, product reviews, rate comparison pages, advisor firm reviews, and a state-based advisor matching quiz. Separate resources for RIAs and financial advisors seeking investor referrals.
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